Shodeen Group, Llc 401(k) Plan: Login, Facts & Contact Information

Shodeen Group, Llc 401(k) Plan Facts

Plan name
SHODEEN GROUP, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHODEEN GROUP, LLC
Participants
154 (119 active employees)
Former employees with a balance
41
Plan assets
$13,989,493 at Dec 31, 2024
Average account balance
$124,906 across 112 accounts
Employer contributions
$176,703 in plan year 2024 (20% of all contributions)
Recordkeeper
Epic Retirement Plan Services
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 1991
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $872,823 went into the plan in contributions, $176,703 of it from the employer (20%).
  • $1.01 million was paid out to participants.
  • Investment and other income added $1.64 million.
  • Administrative expenses were $50,806, about $454 per account.

How the Shodeen Group, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019145$8.61 million$157,386$199,629
2020164$10.3 million$157,632$294,958
2021166$12.3 million$178,119$131,929
2022156$10.7 million$175,266$379,867
2023169$12.6 million$177,210$599,964
2024154$14.0 million$176,703$1.01 million

Shodeen Group, Llc 401(k) Contact Information

Phone
630-232-8570
Mailing address
77 N. FIRST ST., GENEVA IL 60134
Plan sponsor
SHODEEN GROUP, LLC
Employer identification number (EIN)
46-1638946
Plan number
001

Questions about the Shodeen Group, Llc 401(k)

Does Shodeen Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $176,703, 20% of all contributions.

Does the Shodeen Group, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Shodeen Group, Llc 401(k) plan?

154 participants at the start of plan year 2024, 119 of them active employees, and 41 former employees who still had money in the plan.

What is the average 401(k) balance at Shodeen Group, Llc?

About $124,906 per account: $14.0 million in plan assets across 112 accounts with a balance at the end of plan year 2024.

Who manages the Shodeen Group, Llc 401(k) accounts?

EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Shodeen Group, Llc. How do I access my 401(k)?

Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 5403 BETSY ROSS DRIVE, SANTA CLARA, CA, 95054
Headquarter: 7500 E COLUMBIA ST, EVANSVILLE, IN, 477159127
Headquarter: 40 LIBERTY BOULEVARD, MALVERN, PA, 19355
Headquarter: 1941 STRYKER WAY, PORTAGE, MI, 49002
Headquarter: ONE AMGEN CENTER DRIVE MS 21-2-A, THOUSAND OAKS, CA, 913200000